Buy High, Sell Higher
This week saw the Multi-Asset Investor published exclusively on ByteTree for the first time. This is its new home and if you haven’t already read...
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Farewell to Fleet Street
My recent piece covered gold, where I have been concerned about the premium to index-linked bonds. I fear a 2020-type softening where gold...
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10 Years of Atlas Pulse
It was a pleasure writing the 10th anniversary special of Atlas Pulse as it reminded me why I started it in the first place. In 2012, I was in Hong...
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Celebrating 10 Years of Atlas Pulse
As a multi-asset fund manager by trade, I wanted to know the times you need to own gold and those you don’t. Through luck or judgement, the track...
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When Real Rates Have Been This High, the Winner Is Gold
The risk facing gold is marginal compared to the risk facing US equities, and it is hard to see a scenario where gold doesn’t...
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